Turtle Creek Wealth Advisors’s iShares US Technology ETF IYW Stock Holding History

Turtle Creek Wealth Advisors’s Portfolio IYW Stock Details IYW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$77.7K	Sell	308 -660	-68%	-$152K	﹤0.01%	476
2026 Q1	$176K	Buy	+968	New	+$187K	0.01%	403
2025 Q4	–	Sell	-1,626	Closed	-$318K	–	404
2025 Q3	$318K	Buy	+1,626	New	+$297K	0.03%	265
2024 Q3	–	Sell	-658	Closed	-$99K	–	187
2024 Q2	$99K	Buy	+658	New	+$90.9K	0.02%	167

Other funds holding IYW

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Turtle Creek Wealth Advisors's IYW Position: Q2 2026 in Review

Turtle Creek Wealth Advisors reduced its iShares US Technology ETF (IYW) stake by 68% in Q2 2026, selling an estimated $152K and leaving 308 shares worth $77.7K. The position accounts for ﹤0.01% of the portfolio, ranked #476.

Turtle Creek Wealth Advisors first reported a position in IYW in Q2 2024 and has held it in 4 quarters since. The position peaked at $318K in Q3 2025. 1,296 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

Turtle Creek Wealth Advisors held 308 shares of iShares US Technology ETF worth $77.7K as of Q2 2026.
Turtle Creek Wealth Advisors sold 660 iShares US Technology ETF shares in Q2 2026, an estimated $152K.
iShares US Technology ETF made up ﹤0.01% of Turtle Creek Wealth Advisors's portfolio in Q2 2026, its #476 holding.
Turtle Creek Wealth Advisors first reported a position in iShares US Technology ETF in Q2 2024 and has held it in 4 quarters since.
Turtle Creek Wealth Advisors's iShares US Technology ETF position peaked at $318K in Q3 2025.
1,296 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on Turtle Creek Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.